How to create and send an invoice in QuickBooks Online. | Scribe

    How to create and send an invoice in QuickBooks Online.

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    • 26 seconds
    Log in to your QuickBooks Online account.
    Click "Get paid & pay" on the left-hand sidebar.
    From there, click "Invoices"
    On the top-right, select the green "Create invoice" button.
    Fill in the necessary details for the invoice, including the customer name, billing address, and invoice date. You can also add a memo or a reference number if needed.
    Add the products or services you are invoicing for. You can either select items from your product or service list or create new ones on the spot.
    Enter the quantity and the rate for each item. If applicable, you can apply any discounts or add taxes to the invoice. QuickBooks Online will automatically calculate the total amount for you.
    You can include any additional notes or terms in the "Message on Invoice" section.
    Once you have reviewed and confirmed all the details, click on the "Save and send" or "Save and close" button at the bottom right corner of the screen, depending on whether you want to send the invoice right away or save it as a draft.
    If you choose to send the invoice, you can select the preferred method of delivery, such as email or print. QuickBooks Online allows you to add a personalized message to the email before sending it. If you have connected your QuickBooks Online account to a payment processor, you can include a "Pay Now" button on the invoice to allow your customers to make online payments directly
    When you are all ready, click "Send and close"
    Remember to keep a copy of each invoice for your records. QuickBooks Online also provides options to customize the appearance and layout of your invoices, as well as generate reports to track your sales and outstanding payments. By following these steps, you can efficiently create and send invoices to your customers using QuickBooks Online.
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